Insights

Growing Asset Base Aldrich Wealth manages over 6 billion dollars in assets under management, indicating a substantial client portfolio that could benefit from tailored financial solutions and expanded service offerings.

Regional Recognition Recognized as a best place to work in Oregon and California, Aldrich Wealth attracts experienced professionals, providing an opportunity to offer advanced technology or talent acquisition solutions to support their growth.

Tech-Driven Approach Utilizing a modern tech stack including PHP, Google Fonts API, and Yoast SEO Premium, demonstrates a focus on digital engagement and operational efficiency, opening doors for partnerships in FinTech or digital marketing services.

Client Focus Specializing in high-net-worth individuals and corporate retirement plans, the firm presents opportunities to develop customized financial products, estate planning tools, or premium advisory services tailored to affluent clients.

Market Expansion Potential As a fast-growing independent firm with strong regional presence, Aldrich Wealth might be seeking strategic alliances or technology integrations to scale operations or enhance client experience in competitive markets.

Similar companies to Aldrich Wealth

Aldrich Wealth Tech Stack

Aldrich Wealth uses 8 technology products and services including cdnjs, Google Fonts API, Chosen, and more. Explore Aldrich Wealth's tech stack below.

cdnjs
Content Delivery Network
Google Fonts API
Font Scripts
Chosen
Javascript Frameworks
PHP
Programming Languages
ApplicantStack
Recruitment Marketing
Yoast SEO Premium
Search Engines
reCAPTCHA
Security
Google Tag Manager
Tag Management

Media & News

Aldrich Wealth's Email Address Formats

Aldrich Wealth uses at least 2 format(s):

Aldrich Wealth Email Formats	Example	Percentage
FLast@artemiswa.com	JDoe@artemiswa.com	71%
Last@artemiswa.com	Doe@artemiswa.com	11%
Middle@artemiswa.com	Michael@artemiswa.com	12%
FL@artemiswa.com	JD@artemiswa.com	6%
FLast@wealthadvisors.com	JDoe@wealthadvisors.com	50%
FLast@wealthadvisors.com	JDoe@wealthadvisors.com	50%

Frequently Asked Questions

Where is Aldrich Wealth's headquarters located?

Aldrich Wealth's main headquarters is located at 5665 Southwest Meadows Road, Suite 200. The company has employees across 2 continents, including North AmericaAsia.

What is Aldrich Wealth's phone number?

You can contact Aldrich Wealth's main corporate office by phone at

+1-503-620-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aldrich Wealth's official website and social media links?

Aldrich Wealth's official website is wealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Aldrich Wealth generate?

As of December 2025, Aldrich Wealth's annual revenue is estimated to be $6.8M.

What is Aldrich Wealth's SIC code NAICS code?

Aldrich Wealth's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Aldrich Wealth have currently?

As of December 2025, Aldrich Wealth has approximately 47 employees across 2 continents, including North AmericaAsia. Key team members include Chief Growth Officer: N. R.Chief Investment Officer: D. R.Chief Compliance Officer: L. D.. Explore Aldrich Wealth's employee directory with LeadIQ.

What industry does Aldrich Wealth belong to?

Aldrich Wealth operates in the Financial Services industry.

What technology does Aldrich Wealth use?

Aldrich Wealth's tech stack includes cdnjsGoogle Fonts APIChosenPHPApplicantStackYoast SEO PremiumreCAPTCHAGoogle Tag Manager.

What is Aldrich Wealth's email format?

Aldrich Wealth's email format typically follows the pattern of FLast@artemiswa.com. Find more Aldrich Wealth email formats with LeadIQ.

When was Aldrich Wealth founded?

Aldrich Wealth was founded in 1998.

Aldrich Wealth

Q: What is Aldrich Wealth's official website and social media links?

Aldrich Wealth's official website is wealthadvisors.com. Aldrich Wealth has social profiles on LinkedIn.

Q: How many employees does Aldrich Wealth have currently?

Aldrich Wealth has approximately 47 employees.

Q: What technology does Aldrich Wealth use?

Aldrich Wealth's tech stack includes Gravity Forms, cdnjs, PHP, jQuery, Goober.

Financial ServicesOregon, United States11-50 Employees

We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. 

Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $6 billion in assets under management.